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Lamb Weston Q3 Earnings on the Horizon: Is There a Beat in Store?
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Key Takeaways
Lamb Weston is expected to report Q3 revenues of $1.48 billion, down 2.4% year over year.
The consensus estimate for earnings stands at 61 cents per share, down 44.6% from last year.
LW faces price/mix and cost pressures, but volume growth and North America demand may cushion margins.
Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness a top and bottom-line decline when it reports third-quarter fiscal 2026 earnings on April 1. The Zacks Consensus Estimate for revenues is pegged at $1.48 billion, indicating a 2.4% drop from the prior-year quarter’s reported figure.
The consensus mark for earnings has moved down 2 cents in the past seven days to 61 cents per share. The projection indicates a decrease of 44.6% from the figure reported in the year-ago quarter. LW delivered a trailing four-quarter earnings surprise of 25.6%, on average.
Things to Consider About Lamb Weston’s Upcoming Results
Lamb Weston is likely to have witnessed continued pressure from unfavorable price/mix dynamics in the fiscal third quarter. Pricing actions and trade investments to support customers are likely to have weighed on realized pricing, while an unfavorable shift toward lower-margin channels and private-label offerings is anticipated to have persisted. Our model indicates a 5.6% decline in price/mix for the third quarter of fiscal 2026.
Our model implies that net sales in the North America and International segments are expected to decline 1.2% and 4% year over year, respectively, in the fiscal third quarter.
Margins are likely to have remained under pressure in the to-be-reported quarter. Higher manufacturing costs in international markets have been acting as a key drag, particularly due to ramp-up expenses related to the Argentina facility and underutilization in Europe. In addition, the company is likely to have faced continued cost inflation across labor, transportation and utilities.
Despite these headwinds, Lamb Weston is likely to have benefited from continued volume momentum, supported by customer wins and strong demand in North America. The company’s cost-savings initiatives are likely to have provided some cushion, while improving operational efficiencies and stable demand trends are anticipated to have supported overall performance in the to-be-reported quarter.
Earnings Whispers for LW Stock
Our proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Lamb Weston currently has a Zacks Rank #3 and an Earnings ESP of +6.90%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
More Stocks With the Favorable Combination
Here are a few other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle.
Hormel Foods Corporation (HRL - Free Report) currently has an Earnings ESP of +1.70% and a Zacks Rank of 2. The consensus estimate for Hormel Foods’ quarterly revenues is pinned at $2.95 billion, which calls for 1.6% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 35 cents, indicating flat year-over-year growth. HRL delivered a trailing four-quarter earnings surprise of negative 0.4%, on average.
Tyson Foods, Inc. (TSN - Free Report) currently has an Earnings ESP of +4.00% and a Zacks Rank of 3. The consensus estimate for Tyson Foods’ quarterly revenues is pinned at $13.80 billion, which calls for 5.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 81 cents, which implies a 12% decrease year over year. TSN delivered a trailing four-quarter earnings surprise of nearly 16.5%, on average.
Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +0.60% and a Zacks Rank of 3. The consensus mark for the upcoming quarter’s revenues is pegged at $2.15 billion, which indicates an increase of 15.7% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for Monster Beverage’s quarterly EPS of 53 cents implies an increase of 12.8% from 47 cents reported in the year-ago quarter. MNST delivered a trailing four-quarter earnings surprise of 7.8%, on average.
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Lamb Weston Q3 Earnings on the Horizon: Is There a Beat in Store?
Key Takeaways
Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness a top and bottom-line decline when it reports third-quarter fiscal 2026 earnings on April 1. The Zacks Consensus Estimate for revenues is pegged at $1.48 billion, indicating a 2.4% drop from the prior-year quarter’s reported figure.
The consensus mark for earnings has moved down 2 cents in the past seven days to 61 cents per share. The projection indicates a decrease of 44.6% from the figure reported in the year-ago quarter. LW delivered a trailing four-quarter earnings surprise of 25.6%, on average.
Lamb Weston Price, Consensus and EPS Surprise
Lamb Weston price-consensus-eps-surprise-chart | Lamb Weston Quote
Things to Consider About Lamb Weston’s Upcoming Results
Lamb Weston is likely to have witnessed continued pressure from unfavorable price/mix dynamics in the fiscal third quarter. Pricing actions and trade investments to support customers are likely to have weighed on realized pricing, while an unfavorable shift toward lower-margin channels and private-label offerings is anticipated to have persisted. Our model indicates a 5.6% decline in price/mix for the third quarter of fiscal 2026.
Our model implies that net sales in the North America and International segments are expected to decline 1.2% and 4% year over year, respectively, in the fiscal third quarter.
Margins are likely to have remained under pressure in the to-be-reported quarter. Higher manufacturing costs in international markets have been acting as a key drag, particularly due to ramp-up expenses related to the Argentina facility and underutilization in Europe. In addition, the company is likely to have faced continued cost inflation across labor, transportation and utilities.
Despite these headwinds, Lamb Weston is likely to have benefited from continued volume momentum, supported by customer wins and strong demand in North America. The company’s cost-savings initiatives are likely to have provided some cushion, while improving operational efficiencies and stable demand trends are anticipated to have supported overall performance in the to-be-reported quarter.
Earnings Whispers for LW Stock
Our proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Lamb Weston currently has a Zacks Rank #3 and an Earnings ESP of +6.90%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
More Stocks With the Favorable Combination
Here are a few other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle.
Hormel Foods Corporation (HRL - Free Report) currently has an Earnings ESP of +1.70% and a Zacks Rank of 2. The consensus estimate for Hormel Foods’ quarterly revenues is pinned at $2.95 billion, which calls for 1.6% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 35 cents, indicating flat year-over-year growth. HRL delivered a trailing four-quarter earnings surprise of negative 0.4%, on average.
Tyson Foods, Inc. (TSN - Free Report) currently has an Earnings ESP of +4.00% and a Zacks Rank of 3. The consensus estimate for Tyson Foods’ quarterly revenues is pinned at $13.80 billion, which calls for 5.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 81 cents, which implies a 12% decrease year over year. TSN delivered a trailing four-quarter earnings surprise of nearly 16.5%, on average.
Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +0.60% and a Zacks Rank of 3. The consensus mark for the upcoming quarter’s revenues is pegged at $2.15 billion, which indicates an increase of 15.7% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for Monster Beverage’s quarterly EPS of 53 cents implies an increase of 12.8% from 47 cents reported in the year-ago quarter. MNST delivered a trailing four-quarter earnings surprise of 7.8%, on average.